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Investing in Multimanager Private Real Estate Funds (PDF, 169kb)
May 2010
Discussion on the potential benefits of private real estate investing via a multimanager fund (fund of funds) structure; also addresses common concerns about multimanager fund investing.
2010 Global Economic Outlook (PDF, 768kb)
March 2010
In-depth coverage of Dr. Michael Hasenstab's views on global economies and financial markets, including possible opportunities presented by differentiation among regions and countries.
Concentrated Yet Diversified: An Approach to Global Equity Investing (PDF, 121kb)
May 2010
Explores the Franklin Global Equity team's alternative approach to managing risk in concentrated portfolios.
2009 Market Review and Investment Perspective (PDF, 95kb)
December 2009
This discussion paper provides an overview of financial markets in 2009 and investment perspectives from Franklin Templeton CIOs as we move forward into 2010.
The Case for Global Fixed Income (PDF, 105kb)
November 2009
This discussion paper outlines why we believe institutional investors should consider diversifying their fixed income portfolios over the medium term with an actively managed global fixed income strategy.
Finding Value in an Uneven Recovery (PDF, 105kb)
November 2009
This is a summary of a recent conference call featuring Templeton Global Bond Fund portfolio manager Michael Hasenstab. On the call, Dr. Hasenstab covered the following topics: emerging markets versus developed markets, trends in the recovery, and Euro and Yen against the Dollar.
Investment Insight: Rising Inflation—Threat or Opportunity for the Global Bond Strategy? (PDF, 96kb)
October 2009
The Franklin Templeton Fixed Income Group examines the current inflation risk factors and policy responses, and describes the extensive opportunity set that goes beyond traditional inflation-protected investments which the Franklin Templeton Global Bond team may use to capitalize on inflationary pressures.
Investment Insight: Positioning for Inflation Protection (PDF, 113kb)
August 2009
The Franklin Templeton Fixed Income Group takes a look at the largest and most liquid segment of the global inflation-linked bond market, U.S. Treasury Inflation-Protected Securities (TIPS), and highlights important points of consideration to investing in the asset class as well as other factors that are currently driving the sector.
Shifting Policy Responses and Implications for Global Bond Investing (PDF, 98kb)
June 2009
This is a summary of a recent conference call featuring Michael Hasenstab. On the call, Dr. Hasenstab covered the following topics: government policy responses; currency opportunities; interest rate opportunities; and sovereign credit opportunities.
Investment Insight: Opportunities and Obstacles in the Leveraged Loan Market (PDF, 86kb)
June 2009
The Franklin Floating Rate Debt Group discusses recent events within the Bank Loan marketplace and provides a synopsis of factors which are currently impacting the asset class.
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